Clients and guests: quick reference
For people who were sent a Plotlay project, and for owners working with them. 4 lessons, 13 min. Full steps and pictures: getplotlay.com/learn/clients/
| # | Lesson | How |
|---|---|---|
| 1 | Open a project shared with you3 min | Open the link: no account needed to look and walk through. Make a free account to comment or pick options; it lands in Shared with me. |
| 2 | Comment and pick design options3 min | Show each design option › Pick this. Add a comment › Pin to a place › click the spot › Comment. Replies and resolve in the thread. |
| 3 | Try changes in a connected copy4 min | Take a copy (or Take a connected copy) › Make my copy › change it › Connected copy › Send your changes back. Pull in later changes there. |
| 4 | Review changes sent back to you3 min | Proposals › compare Now and Proposed › Accept or Reject each › Apply decisions (one undoable step). |
Words: Design option: One of two or more versions of part of a design, such as two vanities, kept in one project. Only the chosen option shows; clients can pick the one they like. View link: A link anyone can open to look round a project without an account. It can end after 7 or 30 days, or never, and you can turn it off at any time. Starting view: Where a guest or link starts (the whole project, some rooms, the 3D model, an option set or a document), what they can see and change, and a note for them. Pin (control point): A pair of matching points, one on a drawing and one on the map, that places the drawing. Two pins place it; a third shows how well it fits. Guest roles: What a person you invite may do: Can view (look and walk through), Can comment and pick options, or Can edit. Viewers need no account. Connected copy: A guest’s own copy of a shared project that stays linked to the original. Changes made in it go back as a proposal, and later changes to the original can be pulled in.
Plotlay · app.plotlay.io · Search any tool with Ctrl+K (Cmd+K on a Mac). Checked in the app on 14 October 2026.